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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,431 | $183,978-23.7% | $162,171-13.4% | $152,885-8.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.17% | 150.78%-125.6pp | 115.60%-90.4pp | 345.39%-320.2pp |
| Employer contribution / active EE | $4,420 | $6,370-30.6% | $5,613-21.3% | $4,763-7.2% |
| Participant deferral / active EE | $13,356 | $8,033+66.3% | $7,297+83.0% | $5,851+128.3% |
| Admin fee / account holder | $6 | $13,122-100.0% | $10,843-99.9% | $11,598-99.9% |